Birch Hill Investment Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $290K | Sell |
2,000
-120
| -6% | -$17.4K | 0.01% | 171 |
|
2025
Q1 | $327K | Buy |
2,120
+120
| +6% | +$18.5K | 0.02% | 159 |
|
2024
Q4 | $280K | Hold |
2,000
| – | – | 0.01% | 169 |
|
2024
Q3 | $268K | Hold |
2,000
| – | – | 0.01% | 163 |
|
2024
Q2 | $237K | Hold |
2,000
| – | – | 0.01% | 164 |
|
2024
Q1 | $246K | Hold |
2,000
| – | – | 0.01% | 156 |
|
2023
Q4 | $238K | Hold |
2,000
| – | – | 0.01% | 148 |
|
2023
Q3 | $231K | Hold |
2,000
| – | – | 0.01% | 147 |
|
2023
Q2 | $224K | Hold |
2,000
| – | – | 0.01% | 147 |
|
2023
Q1 | $229K | Hold |
2,000
| – | – | 0.01% | 146 |
|
2022
Q4 | $231K | Hold |
2,000
| – | – | 0.01% | 144 |
|
2022
Q3 | $224K | Hold |
2,000
| – | – | 0.02% | 139 |
|
2022
Q2 | $228K | Hold |
2,000
| – | – | 0.01% | 140 |
|
2022
Q1 | $273K | Hold |
2,000
| – | – | 0.01% | 142 |
|
2021
Q4 | $273K | Hold |
2,000
| – | – | 0.01% | 153 |
|
2021
Q3 | $225K | Hold |
2,000
| – | – | 0.01% | 157 |
|
2021
Q2 | $215K | Buy |
+2,000
| New | +$215K | 0.01% | 157 |
|
2020
Q1 | – | Sell |
-3,500
| Closed | -$298K | – | 145 |
|
2019
Q4 | $298K | Hold |
3,500
| – | – | 0.02% | 126 |
|
2019
Q3 | $290K | Buy |
+3,500
| New | +$290K | 0.02% | 125 |
|
2019
Q1 | – | Sell |
-3,350
| Closed | -$218K | – | 145 |
|
2018
Q4 | $218K | Hold |
3,350
| – | – | 0.02% | 133 |
|
2018
Q3 | $247K | Buy |
+3,350
| New | +$247K | 0.02% | 137 |
|
2014
Q4 | – | Sell |
-4,560
| Closed | -$202K | – | 141 |
|
2014
Q3 | $202K | Buy |
+4,560
| New | +$202K | 0.02% | 134 |
|
2014
Q1 | – | Sell |
-4,560
| Closed | -$208K | – | 140 |
|
2013
Q4 | $208K | Buy |
+4,560
| New | +$208K | 0.02% | 135 |
|